1. Login to your Policy Passport dashboard

2. View your tasks

• Click on Tasks to view all your assigned tasks.

3. Select a task

• New tasks are automatically sorted by importance.

• Your most urgent tasks will appear at the top of the list.

• Click on your selected task.

4. Review your task content

• Review your task content.

• Your task content can take many forms. They could be in the form of a PDF, Note, Video or External Link.

• Click on the Next Step button to proceed to the next step.

Note: Be sure to read any instructions contained at the top of your task. You may be required to complete additional steps such as completing a test, doing an electronic attestation, or submitting and verifying information.

Your task will not be marked as complete until all steps have been completed. 

5. You may be required to complete a test

• Your task may require you to complete an open-book test on the content you have just reviewed.

• All test questions are in multiple choice format, some questions may have more than one answer. Be sure to select the most correct option(s).

Note: All tests are open-book tests and require a 100% pass mark.

You can access the content at anytime by using the Review Content button. You are encouraged to find the answers in the content.

All your attempts are logged by Policy Passport and may be used by your company to report back on your results.

6. Complete your test

• Complete any test questions should your task require them

7. You may be required to sign an electronic attestation

• Your task may require you sign an electronic attestation

• Carefully read the content of the attestation

• You may always access the content again by click in on the Review Content button if you are unsure

8. Complete your attestation

• Click the checkbox next to your task name to accept the attestation

• Click on the I acknowledge the above button to complete the step

9. Access your completed task

• Successfully completed tasks will appear under the All items menu

• You may always access your task content here at anytime for future reference